Planfix's CRM solution for nonprofits is a platform with flexible process automation settings.
Connect social networks and various messengers. Build communications through channels familiar to your donors. Optimize donor acquisition, retention of loyal supporters, and re-engagement of donors.
Set up business processes alongside your teams' regular work on a single task and project management platform for nonprofits.
Manage a database of contacts and your relationships with them on a single platform. Implement document management and create document templates. Planfix provides both internal storage and the ability to connect external storage to conveniently edit, share, and store documents.
A system to help you organize your financial and operational tasks. Initiate fundraising campaigns and keep track of grants and financial inflows. Generate reports on work done and resources expended.
Planfix integrated with all popular services and systems
Connect your existing apps and workflows with pre-made integrations available for 400+ popular apps, plus custom integrations for more advanced users.